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How to associate Posted Sales Invoices to Posted Purchase Invoices

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Posted on by Imari

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Hi. How can we link the posted sales invoices to the related Posted Purchase Invoices? If we would like to automate a report from Business Central specific to Posted purchase invoices that are due the following week and we need to have the associated information from the posted sales invoice, how do we go about that?

Do we have a specific field somewhere in the Sales Order or Purchase Order that we can use to link both documents thus, whenever we have Posted Purchase and Sales Invoices, we will know which one is associated with which? Thank you in advance.

Can we use the reminder feature in BC for Purchase Invoices or vendor payments?

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IB-29041624-0 1,191 Moderator on at

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Are you creating one purchase order for each sales order or can the demand from one sales order come from more than one purchase order?

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YUN ZHU 101,723 Super User 2026 Season 1 on at

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I'm not sure what you need to associate with it, that might have to be customized.
I think you could try the Drop shipment and Special Order feature first.

Drop shipment:

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-drop-shipment

Special Order:

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-to-create-special-orders

And, Quickly Create Purchase Document from Sales Order

https://yzhums.com/7480/

Hope this helps.

Thanks.

ZHU

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Imari 202 on at

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Thank you. The reason why we need to associate a specific sales document with a Purchase document is for us to help identify if a specific sales invoice for example has been paid versus the vendor invoice records for reporting purposes.

Using the PO from a SO, this means that it will be created directly from a PO and not from a PQ, is this correct?

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Imari 202 on at

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Currently, we create quotes convert them to order then invoice. We haven't used the flow from Sales Order to PO. However, with our current process, we have one is to many relationships. We can have one sales Order with multiple POs. We have tested this process but it seems that the SO doesn't still have a direct correlation or link to the PO. It didn't get the SO number or anything related to the Sales order when it created the PO. Is it how that works?

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TJ_BCFunctionalGuy 23 on at

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@YUN ZHU - Big Fan btw. I had a question regarding the DropShip linkage, I am having a hard time filtering to identify Dropshipped Orders from the Posted Purch./Sales Invoice. So say I have 10-15 dropped shipped orders a month, if I do not tag it with an identifier, there no way I can filter to find it natively other than finding the customer/vendor and tying it based off that.

I remember in NAV, I worked on a client where this was readily available. Appreciate your feedback in this matter.

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Valentin Castravet 32,748 Super User 2026 Season 1 on at

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Both the posted and unposted sales and purchase lines have a Drop Shipment Field. This can be used to filter/identify lines that are tied to a drop shipment.

However, as far as I know, there's nothing on sales/purchase header documents to identify a Drop Shipment order. A custom calculated field could be added, the calculation would be that if any of the lines on the document have the drop shipment = true, then its =true on the header as well.

For example, in the purchase lines:

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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